Vault-13

J P MORGAN EXCHANGE TRADED F JPSE

DIVERSFD EQT ETF · ETP · CUSIP 46641Q845

103 institutional holders -2 vs Q1 2025
8,041,4898.0m shares reported held*
$365.8mreported value*
5 new 38 added 41 reduced 7 sold out net sold ≈ $17.4m (-381.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $45.48.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 58Q4 22: 70Q1 23: 75Q2 23: 81Q3 23: 84Q4 23: 90Q1 24: 94Q2 24: 97Q3 24: 99Q4 24: 104Q1 25: 105Q2 25: 103103Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202258
Q4 202270
Q1 202375
Q2 202381
Q3 202384
Q4 202390
Q1 202494
Q2 202497
Q3 202499
Q4 2024104
Q1 2025105
Q2 2025103

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 57 bought or addedQ3 23: 27 cut or sold outQ4 23: 49 bought or addedQ4 23: 36 cut or sold outQ4 23Q1 24: 50 bought or addedQ1 24: 39 cut or sold outQ2 24: 44 bought or addedQ2 24: 38 cut or sold outQ2 24Q3 24: 47 bought or addedQ3 24: 38 cut or sold outQ4 24: 46 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 53 bought or addedQ1 25: 40 cut or sold outQ2 25: 43 bought or addedQ2 25: 48 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235727
Q4 20234936
Q1 20245039
Q2 20244438
Q3 20244738
Q4 20244636
Q1 20255340
Q2 20254348

Biggest buyers

LPL Financial LLC Added +186,401+186.4k
ROYAL BANK OF CANADA Added +172,084+172.1k
Hartford Financial Management Inc. Added +155,815+155.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +26,569+26.6k
Financial Engines Advisors L.L.C. New +26,460+26.5k
Kingsview Wealth Management, LLC Added +19,002+19.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +18,414+18.4k
LexAurum Advisors, LLC Added +18,147+18.1k
J.W. COLE ADVISORS, INC. New +16,188+16.2k
STIFEL FINANCIAL CORP Added +9,223+9.2k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -525,688-525.7k
Capital Advisors Wealth Management, LLC Reduced -358,098-358.1k
Financial Advocates Investment Management Reduced -45,596-45.6k
CITADEL ADVISORS LLC Reduced -27,766-27.8k
Koss-Olinger Consulting, LLC Reduced -19,374-19.4k
MORGAN STANLEY Reduced -17,817-17.8k
Atria Wealth Solutions, Inc. Reduced -17,267-17.3k
Teamwork Financial Advisors, LLC Reduced -15,234-15.2k
ZEGA Investments, LLC Sold out -11,447-11.4k
N.E.W. Advisory Services LLC Reduced -9,638-9.6k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Koss-Olinger Consulting, LLC 4.66% of their portfolio GAINESVILLE, FL 1,248,6721.2m $56.8m $56.8m 4.66% Reduced -19.4k -19,374
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 832,355832.4k $37.9m $37.9m 0.01% Added +186.4k +186,401
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 796,316796.3k $36.2m $36.2m 0.01% Reduced -525.7k -525,688
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 633,290633.3k $28.8m $28.8m 0.00% Added +172.1k +172,084
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 571,912571.9k $26.0m $26.0m 0.00% Added +7.7k +7,723
6 Hartford Financial Management Inc. 3.92% of their portfolio WEST HARTFORD, CT 315,333315.3k $14.3m $14.3m 3.92% Added +155.8k +155,815
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 263,455263.5k $12.0m $12.0m 0.00% Reduced -17.8k -17,817
8 Goldstein Advisors, LLC 1.48% of their portfolio Madison, WI 242,683242.7k $11.0m $11.0m 1.48% Added +51 +51
9 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 223,080223.1k $10.1m $10.1m 0.01% Added +9.2k +9,223
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 190,340190.3k $8.7m $8.7m 0.01% Added +26.6k +26,569
11 Gerber Kawasaki Wealth & Investment Management 0.33% of their portfolio SANTA MONICA, CA 188,962189.0k $8.6m $8.6m 0.33% Added +3.3k +3,305
12 APPLETON PARTNERS INC/MA 0.59% of their portfolio BOSTON, MA 182,143182.1k $8.3m $8.3m 0.59% Reduced -150 -150
13 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.11% of their portfolio New York, NY 156,068156.1k $7.1m $7.1m 0.11% Reduced -1.4k -1,431
14 Keystone Financial Services, LLC 5.21% of their portfolio OMAHA, NE 150,714150.7k $6.9m $6.9m 5.21% Added +7.5k +7,539
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 130,614130.6k $5.9m $5.9m 0.00% Added +4.9k +4,853
16 Sprinkle Financial Consultants LLC 3.52% of their portfolio LITTLETON, CO 126,612126.6k $5.8m $5.8m 3.52% Reduced -5.9k -5,946
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 121,567121.6k $5.5m $5.5m 0.00% Reduced -5.4k -5,379
18 Ipsen Advisor Group LLC 3.85% of their portfolio LITTLE ROCK, AR 111,067111.1k $5.1m $5.1m 3.85% Added +4.1k +4,120
19 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 108,166108.2k $4.9m $4.9m 0.03% Added +7.6k +7,556
20 Kingsview Wealth Management, LLC 0.08% of their portfolio GRANTS PASS, OR 104,901104.9k $4.8m $4.8m 0.08% Added +19.0k +19,002
21 Financial Advocates Investment Management 0.35% of their portfolio OLYMPIA, WA 95,02495.0k $4.3m $4.3m 0.35% Reduced -45.6k -45,596
22 Capital Advisors Wealth Management, LLC 0.65% of their portfolio YAKIMA, WA 90,97491.0k $4.1m $4.1m 0.65% Reduced -358.1k -358,098
23 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 82,13882.1k $3.7m $3.7m 0.00% Added +6.9k +6,871
24 First Pacific Financial 0.49% of their portfolio VANCOUVER, WA 73,46673.5k $3.3m $3.3m 0.49% Added +1.4k +1,362
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 70,91970.9k $3.2m $3.2m 0.00% Added +18.4k +18,414
26 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 61,46061.5k $2.8m $2.8m 0.03% Reduced -3.2k -3,158
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 53,30153.3k $2.4m $2.4m 0.00% Added +2.2k +2,171
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 51,05051.0k $2.3m $2.3m 0.00% Added +3.7k +3,673
29 Family Capital Management, Inc. 1.20% of their portfolio GRAND RAPIDS, MI 50,32850.3k $2.3m $2.3m 1.20% Added +2.4k +2,404
30 LexAurum Advisors, LLC 0.33% of their portfolio OVERLAND PARK, KS 45,55245.6k $2.1m $2.1m 0.33% Added +18.1k +18,147
31 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1.83% of their portfolio APPLETON, WI 41,14641.1k $1.9m $1.9m 1.83% Added +2.0k +1,965
32 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 36,17936.2k $1.6m $1.6m 0.00% Added +3.5k +3,491
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,39134.4k $1.6m $1.6m 0.00% Reduced -4.0k -4,032
34 Fifth Third Securities, Inc. 0.12% of their portfolio Cincinnati, OH 33,81933.8k $1.5m $1.5m 0.12% Added +4.1k +4,077
35 Cornerstone Wealth Management, LLC 0.08% of their portfolio ST. PETERS, MO 28,83528.8k $1.3m $1.3m 0.08% Added +1.7k +1,741
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 27,22927.2k $1.2m $1.2m 0.00% Reduced -1.2k -1,226
37 KWB Wealth 0.14% of their portfolio REDLANDS, CA 26,62326.6k $1.2m $1.2m 0.14% Added +964 +964
38 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 26,46026.5k $1.2m $1.2m 0.00% New
39 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.19% of their portfolio CEDARBURG, WI 23,69723.7k $1.1m $1.1m 0.19% Added +899 +899
40 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 23,66323.7k $1.1m $1.1m 0.00% Reduced -2.5k -2,509
41 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 22,60122.6k $1.0m $1.0m 0.01% Reduced -659 -659
42 LWM Advisory Services, LLC 0.69% of their portfolio PLANTATION, FL 21,97222.0k $999.5k $999.5k 0.69% Added +99 +99
43 Cordgrass Capital Advisors, LLC 0.24% of their portfolio RALEIGH, NC 19,37019.4k $881.1k $881.1k 0.24% Added +7.1k +7,099
44 GTS SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 18,97219.0k $863.0k $863.0k 0.04% Unchanged
45 INTERACTIVE FINANCIAL ADVISORS, INC. 0.37% of their portfolio New Lenox, IL 16,50716.5k $750.9k $750.9k 0.37% Reduced -155 -155
46 J.W. COLE ADVISORS, INC. 0.02% of their portfolio TAMPA, FL 16,18816.2k $736.3k $736.3k 0.02% New
47 Gallacher Capital Management LLC 0.34% of their portfolio LONE TREE, CO 15,97316.0k $726.6k $726.6k 0.34% Reduced -328 -328
48 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 14,78814.8k $672.7k $672.7k 0.02% Added +1.3k +1,275
49 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,24114.2k $647.8k $647.8k 0.00% Reduced -2.7k -2,739
50 Redwood Financial Network Corp 0.43% of their portfolio SOLON, OH 14,13114.1k $642.8k $642.8k 0.43% Reduced -406 -406
51 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,81011.8k $537.2k $537.2k 0.00% Reduced -27.8k -27,766
52 NOTTINGHAM ADVISORS, INC. 0.07% of their portfolio AMHERST, NY 11,03411.0k $501.9k $501.9k 0.07% Unchanged
53 Mendel Money Management 0.20% of their portfolio NORTHBROOK, IL 9,96110.0k $453.1k $453.1k 0.20% Added +491 +491
54 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 9,9269.9k $451.5k $451.5k 0.00% Reduced -8.5k -8,473
55 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,7379.7k $442.9k $442.9k 0.00% Added +4.9k +4,864
56 KPP Advisory Services LLC 0.07% of their portfolio Louisville, KY 8,9619.0k $407.6k $407.6k 0.07% Reduced -360 -360
57 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 8,8768.9k $403.8k $403.8k 0.01% Reduced -6.0k -5,979
58 PINNACLE ASSOCIATES LTD 0.01% of their portfolio NEW YORK, NY 8,8598.9k $403.0k $403.0k 0.01% Unchanged
59 Pinnacle Wealth Management Advisory Group, LLC 0.03% of their portfolio RED BANK, NJ 8,8598.9k $403.0k $403.0k 0.03% Unchanged
60 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 8,1128.1k $369.0k $369.0k 0.01% Added +31 +31
61 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 7,6357.6k $347.3k $347.3k 0.00% Reduced -924 -924
62 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,4417.4k $338.7k $338.7k 0.01% Reduced -316 -316
63 Aviance Capital Partners, LLC 0.04% of their portfolio NAPLES, FL 7,1137.1k $323.6k $323.6k 0.04% Unchanged
64 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 6,7816.8k $308.5k $308.5k 0.00% Reduced -318 -318
65 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,2866.3k $285.9k $285.9k 0.00% Added +442 +442
66 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 6,2636.3k $284.0k $284.0k 0.02% Reduced -501 -501
67 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,2026.2k $291.2k $291.2k 0.00% Reduced -189 -189
68 Centerpoint Advisory Group 0.23% of their portfolio Overland Park, KS 5,8665.9k $266.8k $266.8k 0.23% Reduced -684 -684
69 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 5,7875.8k $263.2k $263.2k 0.02% Reduced -1.2k -1,199
70 Intrua Financial, LLC 0.04% of their portfolio Houston, TX 5,4985.5k $250.1k $250.1k 0.04% Unchanged
71 SAGESPRING WEALTH PARTNERS, LLC 0.01% of their portfolio FRANKLIN, TN 5,4445.4k $247.6k $247.6k 0.01% Reduced -70 -70
72 Teamwork Financial Advisors, LLC 0.03% of their portfolio San Antonio, TX 5,2535.3k $239.0k $239.0k 0.03% Reduced -15.2k -15,234
73 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 5,1335.1k $233.5k $233.5k 0.01% Reduced -17.3k -17,267
74 Beck Bode, LLC 0.04% of their portfolio DEDHAM, MA 5,1035.1k $232.1k $232.1k 0.04% Reduced -2.3k -2,332
75 ALBION FINANCIAL GROUP /UT 0.00% of their portfolio SALT LAKE CITY, UT 1,5731.6k $71.6k $71.6k 0.00% Reduced -1.4k -1,431
76 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,2341.2k $56.0k $56.0k 0.00% Reduced -874 -874
77 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,1751.2k $53.4k $53.4k 0.00% Unchanged
78 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,1011.1k $50.1k $50.1k 0.00% Unchanged
79 FMR LLC 0.00% of their portfolio BOSTON, MA 1,0461.0k $47.6k $47.6k 0.00% Reduced -257 -257
80 AMERIFLEX GROUP, INC. 0.02% of their portfolio LAS VEGAS, NV 941941 $42.8k $42.8k 0.02% New
81 UBS Group AG 0.00% of their portfolio ZURICH, V8 436436 $19.8k $19.8k 0.00% Unchanged
82 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 417417 $19.0k $19.0k 0.00% Added +1 +1
83 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 413413 $18.8k $18.8k 0.00% Reduced -9 -9
84 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 349349 $15.9k $15.9k 0.00% Reduced -9.6k -9,638
85 Smallwood Wealth Investment Management, LLC 0.01% of their portfolio RED BANK, NJ 276276 $12.6k $12.6k 0.01% Added +50 +50
86 Bell Investment Advisors, Inc 0.00% of their portfolio ORINDA, CA 253253 $11.5k $11.5k 0.00% Reduced -115 -115
87 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 232232 $10.6k $10.6k 0.00% Unchanged
88 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 201201 $9.1k $9.1k 0.00% Added +155 +155
89 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 130130 $5.9k $5.9k 0.00% Unchanged
90 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 111111 $5.0k $5.0k 0.00% New
91 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 103103 $4.7k $4.7k 0.00% Reduced -179 -179
92 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 9696 $4.4k $4.4k 0.00% Added +14 +14
93 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 6565 $3.0k $3.0k 0.00% Unchanged
94 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 5454 $2.5k $2.5k 0.00% Unchanged
95 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 3232 $1.5k $1.5k 0.00% Unchanged
96 Beacon Capital Management, LLC 0.00% of their portfolio FRANKLIN, TN 2323 $1.0k $1.0k 0.00% New
97 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2020 $897 $897 0.00% Added +20 +20
98 HAZLETT, BURT & WATSON, INC. 0.00% of their portfolio WHEELING, WV 1111 $1.0k $1.0k 0.00% Unchanged
99 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 33 $0 $0 0.00% Unchanged
100 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 33 $152 $152 0.00% Reduced -191 -191